Investment Strategies

Barings leverages its depth and breadth of expertise across the global fixed income, equity, real estate and alternative asset markets to help our clients achieve their investment goals. Our global presence across traditional and alternative asset classes provides our clients opportunities to earn risk-adjusted returns that may not be available using traditional benchmark-based strategies.

Our Emerging markets and Frontier strategies aim to deliver long-term capital growth by drawing on our extensive research platform. Led by our experienced team of investment professionals, we seek to build high conviction portfolios in global emerging and frontier markets.

Our Global and International strategies aim to deliver long-term capital growth. We seek to build high-conviction, high-active share portfolios that draw on the strongest ideas from our research platform.

Multi Asset

Since 2002, against the backdrop of some of the most challenging financial conditions in history, our robust and repeatable multi asset investment process and experienced Multi Asset Group have achieved equity-like returns with lower relative volatility.

Ian Fowler, Co-Head of the North American Private Finance Group, discusses the dynamics of each middle market segment—including upper-end style shift resulting from competitive pressures—and explains why the traditional middle is the sweet spot.

In this Q&A, William Palmer and Michael Levy, Co-Heads for Emerging and Frontier Equities, discuss their approach to accessing the asset class, current trends, and why recent headwinds may be becoming tailwinds.

Despite the sharp turns in high yield markets over the past two quarters, companies ticked along without flinching—posting strong earnings over the course. David Mihalick, Barings’ Head of U.S. High Yield Investments, explains why.

In this Q&A, Rob Smith, Manager of the Barings German Growth strategy, shares his thoughts on how German equities are positioned to combat various headwinds, and which sectors the team expects future growth to come from.

Omotunde Lawal, Head of EM Corporate Debt, reports back from a recent trip to Mexico, where the Barings team conducted on-the-ground research through meetings with a wide variety of corporate issuers, economists and ratings agencies.

Barings Multi Asset Group combines the underlying factors that will drive markets over the long term with today’s valuations to produce total return forecasts for major asset classes over the next ten years.

High yield markets roared back in the first quarter. Can market fundamentals and technicals support continued strength? And how should investors factor in risks ranging from possible recession, to ratings downgrades, to liquidity concerns? Barings’ David Mihalick weighs in.

Sovereign debt outperformed in Q1 as geopolitical headlines continued to garner attention and commodities rallied. Risks remain for the asset class but some notable headwinds have now become tailwinds.

Barings’ Nick Williams discusses the characteristics of the International Smaller Companies asset class, and explains why an active approach to investing in the sector best positions investors to generate attractive returns.

High yield bonds and loans posted a strong Q1 following the technically induced Q4 sell-off. With defaults still near historical lows, current spreads provide attractive risk-adjusted return potential.

BBB-rated credits led the first quarter recovery despite early signs of deterioration among fundamentals. With spreads significantly tighter this year, short duration credits may pose an attractive investment option.

In today’s information economy, intangible assets continue to grow in size and importance. Barings’ Jon Rotolo and David Jin discuss the role these assets are playing in diversified portfolios through a real-world example in the pharma royalty space.

Dean Dulchinos, Head of Real Estate Debt Portfolio Management and Capital Markets, recently spoke with PERE about how he expects the U.S. real estate debt market to shape up in 2019—including the opportunities it presents, the shift in both investor types and risk-reward profiles sought, and how credit cycle placement is affecting the asset class.

Amid increased competition and rich valuations, PE returns have continued to trend downward. In this interview, Barings’ Mina Nazemi discusses how allocations to emerging, women and diverse managers can potentially help combat this trend.

Barings’ William Fong and Andrew Lee explore the different ways to access China’s onshore and offshore equity markets following the decision by MSCI to increase the weighting of China A-shares in their benchmarks.

After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re currently seeing.

Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.

From trade wars and Brexit to central bank posturing and recessions, there is no shortage of risks facing today’s markets. As we consider high yield in the context of this turbulent environment, there are five takeaways we think are worth considering in the months ahead.

In a recent interview, Barings’ Head of Structured Credit, Matt Natcharian, and Head of U.S.-Managed CLO Funds, Adrienne Butler, discuss the pressures facing these markets today, and the opportunities they pose amid a late-stage credit cycle.

At Barings, contrary to popular belief, we believe that identifying high-quality opportunities in emerging and diverse private equity managers can deliver attractive risk-adjusted returns to investors.

In a recent interview, David Nagle, CFA, portfolio manager in the Investment Grade Fixed Income Group, discussed the investment grade credit market, including some of the issues garnering headlines recently and how the market has evolved through the years.

Private credit markets have seen an increase in investor demand over the last decade. But with competition fierce and the cycle maturing, what factors should investors consider moving forward? Barings’ Eric Lloyd identifies where he and his team see the best relative value today.

In this Q&A, Barings’ Head of Global High Yield, Martin Horne, discusses how the Barings team is navigating some of the major risks—from a trade war and Brexit negotiations to rising rates and a maturing credit cycle—present in the markets today.

The global high yield markets face a number of risks. Yet, these markets have continued to scale such a ‘wall of worry’ for the last decade. Should we expect more of the same, or are we nearing a turning point in the cycle? Barings’ Martin Horne weighs in.

In this Q&A, Paul Stewart, Head of European Real Estate Research & Strategy, discusses how investors in the asset class can allocate capital in an uncertain interest rate environment, while facing potential headwinds such as Brexit and the threat of trade wars.

The market for infrastructure investments has become increasingly competitive. In this piece from i3, Barings’ Naoki Ohta discusses the infrastructure secondaries market and where Barings is seeing opportunities today.

In this Q&A, Rob Smith, manager of the Barings German Growth Trust, shares his thoughts on how German equities are placed amid potential headwinds that include trade disputes with the U.S., Brexit and continued pressure on the autos sector.

In this commentary, which appears in September’s edition of IPE, William Palmer and Michael Levy explain why they believe the factors that have contributed to the weak share price performance are temporary in nature, and growth prospects for the asset class remain attractive.

At a time when the trends and dynamics underlying the European private credit market have evolved considerably, Adam Wheeler, Barings’ Head of Europe and Asia Pacific Private Finance, explains why a disciplined approach to investing in the space is beneficial for investors.

Three key members of Barings’ Infrastructure Debt Investment Team—Emeka Onukwugha, Patrick Manseau and Pieter Welman—discuss, among other issues, the evolution of the global infrastructure debt market, opportunities in today’s environment and how investors can gain intelligent exposure to the asset class.

Global central banks have stopped easing, with tightening likely to follow. Is the time to invest in EM behind us, or can these markets thrive as monetary conditions tighten? Ricardo Adrogué, head of Barings' Emerging Markets Debt Group, weighs in.

Over the past decade, the growth and expansion of the global high yield markets have transformed the way investors view the asset class. In this article, we discuss the potential benefits of considering a multi credit, “through-the-cycle” approach, which can give investors’ high yield allocation more flexibility, potentially improving their ability to capitalize on opportunities across the global high yield markets as they materialize throughout the credit cycle.

Until fairly recently, it has been difficult for private investors and their advisers to access opportunities in collateralized loan obligations (CLOs), but that situation is slowly changing. In particular, with the advent of high yield multi credit strategies, investors have a means of accessing the broader market opportunities within the high yield universe, including the potential benefits offered by CLOs.

While market volatility has risen at the start of 2018, Barings continues to see attractive investment opportunities in German equities. In this viewpoint, we tell readers why and where we see the greatest investment potential.

EM equities are enjoying a strong rebound following five years of underperformance versus developed markets. In this piece, Barings’ portfolio managers explain why they maintain an optimistic outlook for the asset class.

Barings' combination of quantitative and qualitative analysis and tools provide a comprehensive and rigorous framework for investing in emerging markets local debt. In this Viewpoint, we give readers an inside look into our investment process.

By identifying a structural trend and sourcing the right assets, we’ve built and grown a portfolio of commercial aviation assets, generating income and capital appreciation for our investors along the way.

At Barings, our approach to investing in private equity and real assets is different. Learn about how we’ve implemented a consistent and repeatable process to identify, source and actively manage real assets and asset-based businesses for more than a decade.

As institutional investors continue to turn toward private debt for potentially attractive risk adjusted returns in a low-yielding environment, they may benefit from taking a global approach to the asset class.

In this piece from Preqin, Barings’ heads of U.S. and European real estate research explore the ways in which structural shifts within cities and industries are presenting an evolving set of opportunities and risks for investors.

Jonathan Rotolo, Head of Private Equity / Real Assets, discusses the potential benefits of an alternative investment strategy focused on real assets and asset-based private equity and what such an approach looks like in practice.

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The opinions and other information contained herein, whether express or implied are made in good faith in relation to the facts known at the time of preparation and are subject to change without notice. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

This material should not be construed as a recommendation, and Barings is not soliciting any action based upon such information. Additionally, the strategies and funds may not be available to all investor types in all jurisdictions.

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